Hi Harsh: What’s the best way to judge valuation of RE companies in your opinion since their profits are lumpy due to accounting imposed revenue recognition methodology?
Posts in category Value Pickr
Walchandnagar Industries | Return of a Golden Era (18-08-2024)
On the Board of Directors, we have Dr. Anil Kakodkar, The former Chairman of the Atomic Energy Commission (2000–2009) was awarded the Padma Shri, Padma Bhushan, and Padma Vibhushan for his contributions to nuclear research. He authored over 250 scientific papers and received honorary doctorates from prestigious institutions, including IIT Bombay, IIT Kharagpur, and IIT Delhi.
https://walchand.com/about-us/company-profile/board-of-directors-2/
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (18-08-2024)
yes, Look at Bank Nifty EPS growth, it grows from 450 to 3450 in last 5 years (it’s 50% cagr) growth.
but bank nifty has 28,000 to 50,000 (not even 2x).
Bajaj Finance Limited (18-08-2024)
Do we get any shares of bajaj housing limited based on bajaj finance holding ? or just have to apply via ipo, any insights on this?
New stock Gujarat Toolroom Ltd. Anyone has any Idea why its quarterly profit zooms and promoters exited to null. It will be very helpful in understanding such companies. It may be a another fraud or another CG Power (18-08-2024)
Can you please write your analysis on this company if you have already, since i couldn’t get much informations on internet. Also the order book details.
Thanks in advance.
Kolte Patil Developers (18-08-2024)
Another bad set from Kolte, felt management was very elusive in most of their answers. Maintain their guidances, concall notes below.
FY25Q1
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Expects delivery of 1800-1900 cr . with early teen EBITDA margins in FY25
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Launched 0.6mn sq.ft inventory worth 400 cr. at Life Republic. After Q1, have launched 1.4mn sq.ft in Pune, taking YTD launches to 1500 cr. (further launches of 6500 cr. in FY25)
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Life Republic quarterly revenue run rate declined from 370 cr. in FY24 to 300 cr. in Q1. Mostly sustenance inventory driven
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Spent 145 cr. on land and approval
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Presales scaleup is expected to happen from Q3
Disclosure: Invested (no transactions in last-30 days)
Companies with 20%+ growth guidance for next few years (18-08-2024)
Some #SME looking good based on guidance
- #KDL #KoreDigital – 3-4x PAT in FY25 & 10x in FY26
- #Nirman – 250% growth in topline FY25
- #Insolation – registered 180% growth in Q1FY25
- #Bondada – minimum 1300 cr topline ( has habit to beat guidance by huge )
- #Cellecor – 100% growth for next 5 years
- #Digikore – 100% topline growth in FY25
- #TrustFintech – minimum 100% Growth in FY25 with 10x topline in next 3 years
- #NPST – 75-100% growth
- #Oriana – can do 2-3x bottomline
- #SJLogistics – 100% growth in bottomline
- #AlpexSolar – minimum 50% topline ( can do more )
- #RbmInfra – 60-70% minimum topline
- #SrivariSpices – 100% growth
Some others to add - #K2Infra
- #Ztech
- #KPGEL
- #KayCee
- #SwarajSuiting
Disc – invested in some from lower levels
Burger King ~ Whopper of an Opportunity (18-08-2024)
Burger King Trademark .pdf (236.8 KB)
A very famous Burger Joint in Pune had named themselves Burger King operating since 1994.
In the year 2011, Burger King in the US filed a Suit against them for Trademark Infringement.
Yesterday, the Pune Court ruled in favour of Burger King Pune.
Rategain – Fast Growing SaaS Leader (18-08-2024)
I heard somewhere on youtube that rategain is doing more acquisition led growth as compared to organic growth. I am not really sure as I am yet to analyze this stock, but if yes then how sustainable is it in longer term?
Garware Hi-tech films (Earlier Garware polyester) (18-08-2024)
Thankyou So much @i_mustafa for the detailed answer